Your First Ticket

Service tickets are the core of RoundTrip. Every job starts as a ticket and follows a lifecycle from creation through to invoicing.

Ticket lifecycle

Open → Assigned → In Progress → Completed → Invoiced

A ticket can also be put On Hold at any point if work needs to pause.

Creating a ticket

1. Go to Tickets in the left navigation
2. Click New Ticket
3. Search for and select the client
4. Select the service address
5. Enter a service description — describe what needs to be done
6. Set the priority (Low, Normal, High, Urgent)
7. Optionally set a requested service window
8. Click Create Ticket

The ticket is created with Open status and appears on the dispatch board.

Assigning a technician

1. Open the ticket
2. Click Assign Technician
3. Select an available technician from the list
4. Click Assign

The technician will receive a notification and the ticket will appear in their job list on the PWA.

Completing a ticket

Once the technician has finished the job:

1. The technician taps Complete Job on their PWA
2. They enter a completion note describing what was done
3. The ticket status changes to Completed

From there a dispatcher or admin can generate an invoice directly from the completed ticket.

tip

You can also complete a ticket from the dispatcher view if needed — open the ticket and click Complete.